MoveBoardApartment buildings, condos and offices protect themselves from damage to their lobbies, elevators and hallways. Two rules come up again and again: a certificate of insurance and a time window for the move.
Certificate of insurance (COI)
A COI is a one-page document from your insurance agent that proves your company carries insurance — usually general liability, auto and workers' compensation — with amounts and dates.
Buildings often ask to be named as certificate holder or additional insured, with their exact legal name and address. Get the wording from the building manager; a COI with the wrong name is refused at the door.
Good practice:
- Ask about the building at the first call: "Does your building need a certificate of insurance?"
- Get the building manager's contact and the exact wording.
- Send the request to your insurance agent at least a few business days before the move — agents can't always turn one round the same day.
- Send the COI to the building and keep a copy on the order.
Time windows and elevators
Many buildings allow moves only in set hours (for example weekdays 9 AM–4 PM), require the elevator to be reserved and padded, or assign a loading dock. Some charge a deposit. A crew that arrives outside the window may be turned away — and the day is lost.
Ask about:
- the allowed move days and hours,
- the elevator booking and who confirms it,
- the loading dock or parking, and any permit for the street.
Match the crew's arrival window to the building's window, and leave time for the elevator.
In MoveBoard
- Switch on Display COI option and Display time window restriction option on Settings › Customer experience › COI & time windows. The customer's address form then asks whether the building needs a COI (and who gets it), and whether it has a time window (and between which hours). See COI & time windows.
- What the customer fills in shows on the order's stop for the office — see Addresses and stops.
- Keep the COI and the building's rules as attachments on the order.